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Charles Herman Leiser

Thrivent Investment Management Inc.

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About Charles Herman Leiser

Charles Leiser is a financial advisor with Thrivent Investment Management Inc. based in Roanoke, VA. Charles has been in the industry since 2006 and is a registered representative of the firm. He is licensed to sell securities in Arizona, Indiana, North Carolina, and Virginia. Charles holds Series 6, 7, and 63 licenses and has passed the SIE exam. Charles has extensive experience working with individuals, corporations, churches, and non-profit sharing retirement accounts. In addition to providing financial planning and portfolio management services, Charles also owns and manages a rental property in Roanoke, VA.

Firm Information

Charles Leiser is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Leiser’s Registration & Firm History

VA

02/19/2008 - Present

Thrivent Investment Management Inc. (ROANOKE VA)

MA

01/01/2001 - 08/20/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 02/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Herman Leiser.
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